Customer & Relationship Management

Strengthen client relationships through connected insight

Trade Ledger centralises customer data and communication history for a 360° view of every borrower.

Relationship managers can track performance, engagement, and communication in real-time, identifying cross-sell and renewal opportunities while maintaining a complete compliance trail.

See Other Portfolio & Risk Management Features

Loan Closure & Renewal

Streamline closure and renewal to retain clients and control.

Risk Management

Automate oversight and compliance reporting.

Collateral & Security Management

Control risk with transparent collateral tracking.

Facility Management

Monitor and adjust facilities efficiently throughout their lifecycle.

Built on standards. Backed by proof.

Our certifications confirm independently assessed controls and alignment with recognised industry frameworks.

No items found.
Trusted by leading lenders worldwide

Heading

Trade Ledger transformed a Tier 1 Bank’s commercial lending by replacing fragmented systems with a unified digital platform, enabling a 10-minute application, automated risk assessment, and end-to-end workflow orchestration-cutting decisioning, onboarding, and fulfilment times from weeks to hours or days.